SEI Investments (SEIC) Stock Forecast & Price Target

SEI Investments has demonstrated impressive growth with core operating margins reaching 30%, marking the highest level in recent years, along with a positive trend in sales events that totaled a record $150 million over the past year. The significant contribution from private banks and investment managers, along with increasing net sales events to $43.6 million in 4Q25, reflects robust demand across its segments. Additionally, the sequential improvement in operating margins across all segments underscores the potential for continued profitability, supporting a favorable long-term outlook for the company.

SEI Investments has experienced a slight decline in its revenue contribution from investment advisors, decreasing to 46.0% from 46.3%, which may indicate weakening demand in this segment. Additionally, poor capital market performance directly impacts the assets under management (AUM) and assets under administration (AUM/A) on which SEI earns fees, further contributing to a negative financial outlook. The company also faces substantial risks related to changing industry fundamentals, competitive pressures, and potential unforeseen developments that could adversely affect its revenue and earnings projections.